Launched a New Web Page for Lean GTD 2007

I’ve just created a new webpage for my Outlook 2007 GTD macro package, instead of just maintaining it in its original blog post from 2006. I’d recommend anyone using Outlook 2007 and David Allen‘s GTD methodology to try it out! It simplifies most basic operations significantly, to a very low price (that is, completely free). What I like most about it is that it doesn’t add lots of complexity, like handling dependencies between projects and actions, and in that way, everything can be synced to your mobile phone and to another computer without losing important information.

Just head over there or download it right away! Instructions are inside the .bas file.

Syncing Solution was Unstable

In a previous post, I suggested that I’ve found a syncing solution that works for syncing tasks, calendar and contacts involving a PDA, a work computer and a home computer, so that I can filter out what items are synced to my work computer, while all items exist on my PDA and home computer. Unfortunately, today I ran into the same problem that I had initially, when I tried to use LapLink PDAsync for syncing to both computers, although now I use it only between the work computer and the PDA (for the filtering functionality).

So unfortunately, I can’t recommend that solution anymore. I’ll be back when I find something better, or a manageable workaround.

Syncing Private and Work Tasks, Calendar and Contacts

When you’ve got a setup with a home computer, a work computer and a PDA, you’ve got a syncing challenge, at least if you’re using some GTD-like methodology for organizing your life. After fiddling around with various non-working solutions, I’ve finally arrived at one that works for me. My system setup is one home computer with Windows Vista SP1 and Outlook 2007, one work laptop with Windows XP SP3 and Outlook 2007 and Exchange, and a mobile phone with HTC Touch with Windows Mobile 6.0.

My basic requirement is that private tasks, calendar and contact entries shouldn’t appear on the work computer (or Exchange Server) at all. Marking them “private” isn’t good enough for me (I know what a computer administrator can do… :-) ). So now, I’m setting a category “Work” on all items that I want synced to my work laptop. In addition to those, I also make the category “@Office” sync to that computer. This way, I turn the security situation around too, by requiring things to be marked in order to exist on the work computer, insted of marking them private if the aren’t to be shown on the work computer.

So, what’s the technical solution? The basis is the well tested synchronization mechanism represented by Windows Mobile Device Center. It syncs between my home computer and my PDA (Windows Mobile 6.0). For syncing between the PDA and the work computer, I use the software PDAsync from Laplink. It didn’t work for syncing from two sources, despite many rounds with their very helpful support organization. Events and tasks weren’t synced correctly, and I had to do “full synchronization” now and then having to deal with lots of duplicate events (none were lost at least). From PDAsync I get the ability to sync based on a filter, such as on the category “Work” and “@Office”, so only those events, tasks and contacts get onto the work computer. Problem solved!

Making sure that work events, tasks and contacs are marked “Work” is of course a bit annoying, but it’s manageable: now and then, I visit the category view on the work computer, and check if something isn’t marked.

Using my Outlook 2007 macros for GTD helps a lot, too.

Update 2008-10-29: You can get into trouble using this solution, too. Now I did. I’ll be back when I’ve got something better!

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